Experienced CSO/Associate Adviser

Summary about this job

Detail information about job Experienced CSO/Associate Adviser. Terms and conditions vacancy

We are seeking a client focused and motivated individual with ambition to progress your career to Representative status as an Assistant Financial Adviser.



Candidates must have:

• Excellent communication skills, both verbal and written
• A natural approach to use initiative whilst working unsupervised
• Self-motivation and a passion for learning
• Attention to detail and strong client focus
• A Diploma of Financial planning as a minimum

Key role responsibilities will include:

• Preparation through to implementation of advice documents
• Professionally handling client enquiries to ensure ongoing strong relationships
• Responsible to ensure the effective outcomes of tasks/activities
• Management of our client database within a paperless office environment
• Assisting advisers in providing a high level of timely and reliable information and advice to clients

A competitive salary package and ongoing professional development and promotion opportunities are available to the successful candidate